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I would like to create a new column in table Opportunity called Partner.
This new column Partner the Opportunity table is to be populated if:
Then take the first match found, and populate the new column by taking the name from the Account table column Name.
Solved! Go to Solution.
@rtv73 Need more information like relationships to be exact but should be something like:
Opportunity Partner Column =
VAR __OpportunityPartner = MINX( FILTER( RELATEDTABLE('Opportunity Partner'), [isPrimary] = TRUE() && [Role_c] = "Reseller" ), [Account_c] )
VAR __Account = MAXX( FILTER( 'Account', [Account_c] = __OpportunityPartner), [Name])
RETURN
__Account
@rtv73 Need more information like relationships to be exact but should be something like:
Opportunity Partner Column =
VAR __OpportunityPartner = MINX( FILTER( RELATEDTABLE('Opportunity Partner'), [isPrimary] = TRUE() && [Role_c] = "Reseller" ), [Account_c] )
VAR __Account = MAXX( FILTER( 'Account', [Account_c] = __OpportunityPartner), [Name])
RETURN
__Account
Thank you Greg, I will give it a try!
To give you more information about the relationships, here is the info:
Opportunity[Id] : Opportunity Partners[Opportunity__c]
1 to Many
OpportunityPartner[Partner__c] : Account[Id]
Many to 1
Thanks again!
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